DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 298593
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT MATTHEW NEU | Chartered Financial Analyst | ATLANTA, GA | 7 | 26 | n/a | no |
| ANTHONY JOHN COX | n/a | ATLANTA, GA | 7 | 17 | n/a | no |
| DEBORAH ALLISON WAGNER | n/a | ATLANTA, GA | 7 | 14 | 2 | no |
| CHRISTINE CYPHERS PHELPS | Certified Financial Planner | ATLANTA, GA | 6 | 15 | 3 | no |
| EDWARD MARSH DOUTHAT | n/a | Atlanta, GA | 5 | 18 | 2 | no |
| JOHN RUSSELL ALLEN | Chartered Financial Analyst | ATLANTA, GA | 4 | 18 | 2 | no |
| WILLIAM TAYLOR GRAY TUGGLE | Chartered Financial Analyst | ATLANTA, GA | 3 | 18 | 1 | no |
| Ryan C Sheffield | n/a | ATLANTA, GA | 3 | 12 | n/a | no |
| Alyzain M Lakdawala | n/a | ATLANTA, GA | 3 | 11 | n/a | no |
| Jason Westmoreland Howard | Chartered Financial Analyst | ATLANTA, GA | 2 | 11 | n/a | no |
| RYAN FRANCIS KITTRELL | Certified Financial Planner|Chartered Financial Consultant | ATLANTA, GA | 2 | 26 | 1 | no |
| Timothy J Byerly | n/a | ATLANTA, GA | 2 | 10 | 1 | no |
| ANNA REID ESODA | Chartered Financial Analyst | ATLANTA, GA | 2 | 14 | n/a | no |
| JENIAH ZASHA EILEAN JEFFERS | n/a | ATLANTA, GA | 2 | 12 | n/a | no |
| David Karl Pence | n/a | ATLANTA, GA | 2 | 10 | 2 | no |
| Taylor Osasere Brown | n/a | ATLANTA, GA | 2 | 13 | 1 | no |
| Philip Cotch Tarrer | n/a | ATLANTA, GA | 1 | 11 | n/a | no |
| CHARLES EVAN DAUGHERTY | Chartered Financial Analyst | ATLANTA, GA | 0 | 10 | 1 | no |
| Jeffrey Dean Crow | Certified Financial Planner | ATLANTA, GA | 0 | 11 | n/a | no |
| MICHAEL HUNTER BROOKS | Chartered Financial Analyst | ATLANTA, GA | 0 | 10 | 3 | no |
| CAROL ZABALA VAUGHN | n/a | ATLANTA, GA | 0 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SAGE-MTN TIGER GLOBAL FLAGSHIP FUND ONSHORE LP | Hedge Fund | $19.1M | Jul 9, 2026 | 70 | Mar 25, 2022 | reported | 021-438569 |
| SAGE-MTN TIGER GLOBAL PIP 15 ACCESS FUND LP | Venture Capital Fund | $6.4M | Jul 9, 2026 | 17 | Mar 25, 2022 | reported | 021-434084 |
| SAGE-MTN TIGER GLOBAL FLAGSHIP FUND CAYMAN | Hedge Fund | $5.6M | Jul 9, 2026 | 27 | Mar 25, 2022 | reported | 021-435331 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COX, ANTHONY, JOHN | PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER | Na | yes | 09/2018 | Jul 9, 2026 | Jul 9, 2026 |
| IMERAJ, ANDREA, WHITNEY | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2018 | Jul 9, 2026 | Jul 9, 2026 |
| LAKE CHUTES, LLC | MANAGING MEMBER | D | yes | 09/2018 | Jul 9, 2026 | Jul 9, 2026 |
| TC ADVISORY | Owner | A | yes | 09/2018 | Jul 9, 2026 | Jul 9, 2026 |
| YAMAATO, BRENT, MASATAKA | CHIEF OPERATING OFFICER | Na | yes | 07/2025 | Jul 9, 2026 | Jul 9, 2026 |
| COX, ANTHONY, JOHN | Owner | F | yes | 09/2018 | Sep 28, 2018 | May 10, 2024 |
| NEU, SCOTT, MATTHEW | Shareholder | E | yes | 09/2018 | Sep 28, 2018 | May 10, 2024 |
| NEU, SCOTT, MATTHEW | CHIEF EXECUTIVE OFFICER AND MEMBER | Na | yes | 09/2018 | Sep 28, 2018 | May 10, 2024 |
| SERENITY GP, LLC | Owner | A | no | 06/2025 | Jul 9, 2026 | Jul 9, 2026 |
| SERENITY WEALTH HOLDINGS, LLC | Owner | B | no | 06/2025 | Jul 9, 2026 | Jul 9, 2026 |
| WHIM HOLDINGS, LLC | MANAGING MEMBER | Na | no | 12/2025 | Jul 9, 2026 | Jul 9, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SAGE-MTN GLOBAL FLAGSHIP FUND ONSHORE GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SAGE-MTN TIGER GLOBAL FLAGSHIP FUND CAYMAN GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SAGE-MTN TIGER GLOBAL PIP 15 ACCESS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 17, 2026 | $4.3B | $4.3B | 31 | 20 | 0 | 3 | n/a |
| 2024 | Feb 28, 2025 | $3.4B | $3.4B | 25 | 16 | 0 | 3 | n/a |
| 2023 | Feb 20, 2024 | $2.2B | $2.2B | 22 | 12 | 0 | 3 | $31.7M |
| 2022 | Mar 14, 2023 | $1.5B | $1.5B | 20 | 9 | 0 | 3 | $26.5M |
| 2021 | Mar 25, 2022 | $1.4B | $1.4B | 15 | 7 | 0 | 3 | $0 |
| 2020 | Mar 10, 2021 | $753M | $753M | 9 | 5 | 0 | n/a | n/a |
| 2019 | Mar 20, 2020 | $423M | $423M | 7 | 3 | 0 | n/a | n/a |
| 2018 | Jan 17, 2019 | $100M | $100M | 6 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 4.8% | 1 | 1 | 0 | 7 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.3B | $3.4B | 27.4% | $1.5B | 41.1% | 31 | 25 | 0 | 0 |